CIAS
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Capital Investment Advisory Services’s BWX Technologies BWXT Stock Holding History

Capital Investment Advisory Services’s Portfolio BWXT Stock Details BWXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$395K Sell
1,930
-160
-8% -$32.5K 0.03% 446
2025
Q4 		$361K Sell
2,090
-286
-12% -$53.6K 0.03% 451
2025
Q3 		$438K Sell
2,376
-938
-28% -$151K 0.03% 393
2025
Q2 		$477K Sell
3,314
-151
-4% -$17.6K 0.04% 356
2025
Q1 		$342K Buy
3,465
+50
+1% +$5.43K 0.03% 403
2024
Q4 		$380K Buy
+3,415
New +$417K 0.04% 344
2019
Q4 		– Sell
-104
Closed -$6K – 647
2019
Q3 		$6K Buy
104
+88
+550% +$4.91K ﹤0.01% 1086
2019
Q2 		$1K Hold
16
– – ﹤0.01% 1322
2019
Q1 		$1K Hold
16
– – ﹤0.01% 1144
2018
Q4 		$1K Buy
+16
New +$794 ﹤0.01% 1105

Other funds holding BWXT

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return